Creating Custom Forms and Surveys

Learn how to gather crucial information from your customers.
Written by Communal Support
Updated 1 month ago

Say goodbye to outside form builders and manual entry when collecting information from your user base. Communal's Forms allow you to build an unlimited number of custom questions in varying formats. Whether you are collecting information for a volunteer opening, facility rental, craft fair, or program, Forms will ensure that your staff have the information they need.


How to create a Form:

  1. Select Tools and then Forms tab on the left-hand side of the admin portal.
  2. Click Create new form.
  3. Complete the initial fields and select a Form Type:

    Registration Form: This type of form is used to ask questions to your users when they purchase their first membership or register an account. An example is shown below:


    Public Form: This type of form is designed to capture information from a group of participants outside of the registration process. Once you build the form, an online URL/link is generated that connects to your form. You can share this link to have your participants complete the questions. A basic example of a volunteer application form is shown here
  4. Build your form's questions and fields:
    1. Start by dragging one of the components on the left-hand side (Text Field, Text Area, Number, Password, etc) and drop it in the middle of the page. 

    2. A new component box will open which allows you to start building your question. The box is different depending on which component was selected. Shown below is an example of the Select Boxes component:

    3. Start entering information in the fields and use the Preview section to view how these fields change the question. Commonly used areas: 

      Label Field:  Used as the title of your new field.
      Data Tab: For lists and drop-down fields, use this area to enter the options that the registrant can select.


      Validation Tab: Force a question to be mandatory or restrict how many options a registrant can select from a drop-down or list.
    4. Complete the remaining relevant fields for your question then click Save.

      Not all the fields within the component are required. Remember to use the Preview section until you are satisfied with the result.
    5. Add the rest of your questions.
  5.  Ensure the order of your fields is correct. To move them, click and hold your mouse over the field then move it to the correct location.
  6. Save your form.

How to create conditional formatting within your form:


How to share your Public Form:

If you have selected a Public Form, a link will be provided once you save the form. Use this link to share your form with relevant groups:


How to download form submissions: 

  1. Select the Forms tab on the left-hand side of the admin portal.
  2. Locate your form then click the ••• then Download Submissions.
  3. A CSV file will be provided with all of the answers to your various submissions.
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